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Octavia Wealth Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Octavia Wealth Advisors’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,347
Closed -$965K – 237
2023
Q4 		$965K Buy
+7,347
New +$866K 0.17% 75

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Octavia Wealth Advisors's VFMO Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2024, closing a stake of 7,347 shares — an estimated $965K sold.

Octavia Wealth Advisors first reported a position in VFMO in Q4 2023 and held it in 1 quarter. The position peaked at $965K in Q4 2023. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 7,347 Vanguard US Momentum Factor ETF shares in Q1 2024, an estimated $965K.
  • Octavia Wealth Advisors first reported a position in Vanguard US Momentum Factor ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's Vanguard US Momentum Factor ETF position peaked at $965K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.